Brenda is a principal on the construction and real estate team and has been with the firm since 2002.
- Specializes in tax planning and compliance for high net worth individuals and closely-held businesses
- Represents clients before IRS and state taxing authorities
- Performs high-level tax research
- Reviews clients’ existing tax structures and practices and provides suggestions for improvement
- Assists clients with conversion to S corporation status
- Works with CaseWare, FAS programs and PROFX
- Has experience preparing audited, reviewed and compiled financial statements
- Has continual exposure with partnership taxation issues as they relate to formation, dissolution and income allocation
- Assists clients with the tax compliance and calculations involved with sales of property and like kind exchanges
- American Institute of Certified Public Accountants (AICPA)
- National Association of Industrial and Office Properties
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Four articles with The Tax Advisor:
-Graat, B., Malczewski, J. (2015) “Meeting the 100-Hour Significant Participation Activity Test”
-Graat, B., Sanders, P. (2017) “Recommendations for Charitable Contributions Made by Businesses”
-Graat, B. (2018) “Sale of Improved Land: Capital or Ordinary Gain”
-Graat, B. (2019) “Like-kind Exchanges and Personal Property” - Two articles with the Journal of Accountancy:
-Graat, B. (2019) “Like-kind Exchanges and Personal Property”
-Graat, B. (2020) “Like-kind Exchanges are now Clearer” - Provided a Case study on Baker Tilly site: Change in accounting method nets rental real estate developer $2.3 million in tax deduction
Location
Milwaukee, WI
Education
Masters of Business Administration
Bachelor of Business Administration in accounting
Marquette University (Milwaukee, Wisconsin)
Expertise
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